GA
KD icon

GoalVest Advisory’s Kyndryl KD Stock Holding History

GoalVest Advisory’s Portfolio KD Stock Details KD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-9
Closed -$118 – 538
2026
Q1 		$118 Hold
9
– – ﹤0.01% 442
2025
Q4 		$239 Hold
9
– – ﹤0.01% 509
2025
Q3 		$270 Hold
9
– – ﹤0.01% 398
2025
Q2 		$378 Hold
9
– – ﹤0.01% 352
2025
Q1 		$283 Hold
9
– – ﹤0.01% 413
2024
Q4 		$311 Hold
9
– – ﹤0.01% 371
2024
Q3 		$207 Hold
9
– – ﹤0.01% 369
2024
Q2 		$237 Hold
9
– – ﹤0.01% 309
2024
Q1 		$196 Buy
+9
New +$191 ﹤0.01% 401

Other funds holding KD

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
RDWM
Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return